Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance." ...

UBS says AMD and Arm benefit as agentic AI boosts standalone CPU racks; higher price targets and x86/ARM split signal ...

Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The ...

Arm-based servers accounted for nearly half of server revenue in Q1 2026, challenging x86. But in the coming years, they ...

Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. It takes a significant market disruption to bring fierce competitors like Intel and AMD ...

Arm’s interest in buying part of Intel’s chip business shows how much the tech industry has been transformed by the mobile productivity philosophy articulated in the early days by the Apple Newton.

Analysts expect Arm's internal CPU revenue to reach $14 billion by 2030. Shares of Arm Holdings continued to decline on ...

There's Intel and AMD on the x86 side, with Apple and Qualcomm making Arm-based processors on the other. We break down the advantages and drawbacks of each to help you pick the right chip for your ...

Micron sees growth ahead for smartphones and PCs.

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Arm Holdings announced its first chip product, the Arm AGI CPU. The new data center ...

Use left and right arrow keys to seek audio. Intel has been in hot water for quite some time now, and the problems were particularly exacerbated when it broke consumer trust with the sloppy response ...

These days, Nvidia primarily sells AI data center products, and its traditional consumer devices feel like more of a side ...